Create Deal
ploomes_deals_createCreate a new deal in Ploomes CRM by providing a title and optional details like contact, stage, amount, and custom fields. Automatically assigns the first active pipeline stage if none specified.
Instructions
Create a new deal (opportunity) in Ploomes CRM. Title is required. ContactId and PersonId both reference entities from /Contacts but serve different roles: ContactId = the company/organization contact associated with the deal; PersonId = the individual person contact linked to the deal (often an employee of the company). StageId determines which pipeline stage the deal starts in — use ploomes_pipelines_list to find pipelines, then ploomes_stages_list to find valid stage IDs within a pipeline. If StageId is omitted, the deal defaults to the first stage of the first active pipeline. DealNumber is read-only and auto-generated by Ploomes — do not set it. Use ploomes_currencies_list to find valid CurrencyId values. Use ploomes_contacts_origins_list to find valid OriginId values. Use OtherProperties to set custom fields (call ploomes_fields_list to discover available field keys).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| Title | Yes | Deal title (required) | |
| ContactId | No | Company/organization contact ID. Both ContactId and PersonId reference /Contacts but represent different roles. Use this for the company. | |
| PersonId | No | Individual person contact ID linked to the deal. Often an employee of the company in ContactId. Also from /Contacts. | |
| StageId | No | Pipeline stage ID. Determines which pipeline and stage the deal starts in. Use ploomes_pipelines_list then ploomes_stages_list to find valid IDs. Defaults to first stage of first active pipeline if omitted. | |
| OwnerId | No | Owner user ID. Use ploomes_users_list to find valid user IDs. | |
| Amount | No | Deal monetary value (e.g., 15000.50) | |
| CurrencyId | No | Currency ID for the deal amount. Use ploomes_currencies_list to find valid IDs. | |
| OriginId | No | Origin ID indicating where this deal came from. Use ploomes_contacts_origins_list to find valid IDs. | |
| OtherProperties | No | Custom field values. Each entry must include FieldKey and exactly one value field (StringValue, IntegerValue, DateTimeValue, BoolValue, BigStringValue, or ObjectValueName). Use ploomes_fields_list to discover available field keys for deals. |